Chuck Korger is a wealth advisor in the Sarasota, Florida, office of Octavia Wealth Advisors. His expertise is in understanding his clients’ individual needs and objectives, and in finding cutting-edge, personalized solutions to help them succeed. Chuck finds great satisfaction in serving as a trusted advisor and educator. He enjoys helping retirees, soon-to-be retirees and others understand and feel confident about their finances. He also thrives on being part of a team, tackling challenges and watching both clients and colleagues reach their goals.
Before joining Octavia’s team in 2023, Chuck was the founder and CEO of Prosper Advice, LLC, and director of client consulting at Areté Partners, LLC. He has served as a partner and executive team member at multiple independent advisory firms during his 32-year career.
Chuck holds a bachelor’s degree in economics and finance from Doan College. He is also a CERTIFIED FINANCIAL PLANNER® professional.
On the personal side
Chuck enjoys spending his free time with his wife and their dog. A former college athlete, he loves sports (especially football) and the outdoors. He stays active boating, scuba diving, traveling and snow skiing. Chuck is an alumni member of the National Ski Patrol, and when he’s not in Sarasota, there’s a good chance you’ll find him in Durango, Colorado.